Franklin Retirement Advantage Pl 2060 R4 (PAEUX)

Fund Assets	75.22M
Expense Ratio	0.858%
Min. Investment	$500
Turnover	29.00%
Dividend (ttm)	0.21
Dividend Yield	1.25%
Dividend Growth	56.72%
Payout Frequency	Annual
Ex-Dividend Date	Dec 30, 2025

Previous Close	16.66
YTD Return	8.70%
1-Year Return	10.79%
5-Year Return	59.49%
52-Week Low	14.24
52-Week High	17.05
Beta (5Y)	n/a
Holdings	7
Inception Date	Jan 4, 2021

About PAEUX

Putnam Sustainable Retirement 2060 Fund is a target-date mutual fund designed to help investors plan for retirement around the year 2060. Its primary objective is to seek capital appreciation and current income, adjusting its portfolio allocation over time to reflect a decreasing emphasis on growth and an increasing emphasis on income as the target date approaches. The fund achieves diversification by investing predominantly in other Putnam-managed funds and exchange-traded funds (ETFs) with a focus on environmental, social, and governance (ESG) criteria, including holdings like the Putnam Sustainable Leaders ETF and Putnam Sustainable Future ETF. This structure allows the fund to provide broad exposure to both domestic and international equities, as well as fixed income and cash equivalents, with a significant tilt toward sustainable investment strategies. Putnam Sustainable Retirement 2060 Fund caters to individuals seeking a managed, long-term retirement solution that integrates ESG considerations, playing a key role in the target-date and sustainable investing segments of the financial market.

• Fund Family: Franklin Templeton Investments
• Category: Target-Date 2060+
• Performance Rating: Below Average
• Risk Rating: High
• Stock Exchange: Nasdaq
• Ticker Symbol: PAEUX
• Index: S&P 500 TR

Performance

PAEUX had a total return of 10.79% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.45%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FDKTX	Fidelity	Fidelity Advisor Freedom 2060 M	1.18%
FNGLX	Fidelity	Fidelity Advisor Freedom 2060 K6	0.45%
FDKQX	Fidelity	Fidelity Advisor Freedom 2060 I	0.68%
FDKSX	Fidelity	Fidelity Advisor Freedom 2060 C	1.68%
FWLSX	Fidelity	Fidelity Flex Freedom Blend 2060 Fund	0.01%

Top Holdings

Name	Symbol	Weight
Franklin Dynamic Asset Allocation Eq P	n/a	65.06%
Franklin Dynamic Asset Allocation Gr P	n/a	33.28%
Franklin BSP Lending Fund	FBREX	0.85%
Clarion Partners Real Estate Inc I	CPREX	0.85%
Putnam Fds Tr	n/a	0.51%
Usd	n/a	0.01%
Usd	n/a	-0.57%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 30, 2025	$0.5339	Dec 30, 2025
Dec 31, 2024	$0.134	Dec 31, 2024
Dec 29, 2023	$0.174	Dec 29, 2023
Dec 30, 2022	$0.671	Dec 30, 2022
Dec 31, 2021	$1.743	Dec 31, 2021

Data Sources: Tiingo and Finnhub

Historical data is provided by Tiingo. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

Data Sources Report a data error